Find information about the user profile, where a library user can view contact information associated with their account.
Select Profile under your account name or navigate to the Profile tab of My Account to view notification preferences.
When enabled, users can configure email and SMS notifications for their requests using the Notifications section. Users can enter an alternate email for email notifications and must enter a phone number for SMS notifications.
Customize the View Profile tab
Customize the Profile tab to hide or show specific information or settings on your library users' Profile tab in My Account.
- Refer to Profile Settings for more information.
- The Circulation Admin or WorldShare ILL Admin role is required to view the Profile Settings module.
From the OCLC Service Configuration, select Profile Settings from the My Account module to access options for:
- Public user notes: Determine whether to display public user notes in My Account that your library staff have created within an individual library user's account in the WorldShare Admin tab.
- Notification usage message: Determine whether to display custom text on the Profile tab that describes why certain information is shown and how to get more information related to these policies.
- Email notifications: Determine to display the options for opting in/out of email and supplying an alternate email address in the Profile tab.
- SMS/text notifications: Determine to display the options for opting in/out of texts and supplying a mobile phone number in the Profile tab.
Account notes
If enabled in the Profile Settings section of the My Account module in OCLC Service Configuration, public notes will display to your library users on the Profile tab in My Account. These are public notes that your library staff has associated with a specific user's account in the WorldShare Admin tab. Refer to WorldShare Admin, Notes for more information.
To enable Public user notes, from the Profile Settings page, toggle the Display public notes in the user's profile option and click Save.
When enabled:
- All library users will see all notes associated with their individual accounts.
- Only library staff and the individual library user will see the notes.
- Up to five notes per user can be displayed.
Public user notes are disabled by default.
Account Management
PIN
When your library has enabled PIN management, the Change PIN option will appear under the Profile tab. See Patron PIN Settings to enable the Change PIN option.
WorldShare PINs allow patrons to access self-service kiosks, digital content platforms, your library's wifi network, consortial borrowing services, and any other service that you need to secure but cannot integrate with your library's modern authentication flows and single sign-on (SSO) experiences. A user's circulation barcode and WorldShare PIN can be used to verify the user's identity against your library's WMS user records.
- PIN values can also be set or updated using the XML patron data loading process.
- A user's barcode and PIN can be used to control access to WMS SIP2 and NCIP services. See SIP2 Configuration for more information.
- When patron verification is configured to be required, WMS will send back an error response if the connection is not encrypted, user credentials are not provided, or invalid credentials are provided.
Clicking the Change PIN button will open a new screen where the user will be asked to specify and confirm their new PIN.
- Users will not be able to see or recover their current PIN.
Password
Library users who are set up for WMS authentication are provided with the option to change their password. Select Change Password to be taken to a change password screen.
Password
Select Change Password to be taken to a change password screen.
Notifications
Libraries can choose to configure automatic or manual request-related notifications for their library users. When enabled on the Profile tab, library users can select to opt in out out of notifications.
When library users add or edit the Alternate Email or Mobile number information, they are updating the Delivery Notification section of their account. They are not changing the phone or email that your library has on file in the Library Record section of the user's account.
- By default, users will receive email messages. If a user opts out of email notifications, notifications are still sent.
- Text message notifications are turned off by default.
- To enable the ability to send SMS notifications for library users, turn on Send SMS for automated notifications in the Notifications module of the OCLC Service Configuration. Enabling this setting displays the Phone Number field to library users allowing them to enter their contact information to receive text message notifications. See Notifications for more information.
- Only phone numbers with a country code of +1 (United States and Canada) can receive SMS notifications. It is recommended that libraries outside the United States and Canada do not enable SMS notifications.
- Add the Phone field to your Request Forms to allow library users to receive SMS notifications for their requests. See Request Form fields for more information.
Note: Tipasa notifications must be set up by your library in order for your library users to receive them. You can set up notifications in OCLC Service Configuration. For more information on setting up notifications, see Set up notifications. Within Profile, the library user must also ensure texting is on and must provide a phone number, which is saved as the SMS Messaging / Telephone value within the Delivery Notification section in the user's account. The phone number in the Library Record section of the user's account will not be used for texting.
Custom usage message
To describe for your library's users why certain information is shown or how to get more information related to your library's policies, include a custom usage message within the Notifications section on the Profile tab. To set a custom usage message, navigate to the OCLC Service Configuration and select My Account > Profile Settings. Select Notification usage message and toggle on the Display a custom message about how user contact information is used and managed setting. Refer to Profile Settings for more information.
Email notifications
The listed information for Email comes from the Library Record section of the patron's account. Library users cannot change this information and must contact the library for any necessary corrections.
Notifications for items on loan through WorldShare Circulation will be sent to the listed Email Address.
Email notifications about requests submitted through Tipasa will be sent to the primary email in the Library Record section of the user's account. If the user would like to receive email notifications about their requests submitted to Tipasa at a different email address, they can enter an alternate email in the Use Alternate Email field. See Use Alternate Email.
Alternate email
The email address(es) from the Library Record section of the user's account will appear under Email. Library users must contact the library to update the email address(es) in their Library Record section of the user's account. Email notifications about their account will be sent to the primary email in the Library Record section of the user's account. If the user would like to receive email notifications at a different email address, they can enter an alternate email in the Alternate email field.
Click on Save Changes to save the alternate email address.
SMS/Text notifications
Mobile number
Text notifications are disabled by default. If the user would like to receive text message notifications about their account, they must enter a phone number in the Mobile number field and enable Send library account updates by text message.
Note: Only phone numbers with a country code of +1 (United States and Canada) can receive SMS notifications. It is recommended that libraries outside the United States and Canada do not enable SMS notifications.
- Add the Phone field to your Request Forms to allow library users to receive SMS notifications for their requests. See Request Form fields for more information.
Click on Save changes.
Borrowing history
When enabled, the Borrowing history tab will appear in My Account and users will have the choice to enable retention of their history from the Profile tab. See History for more information about enabling the Borrowing history tab.
Each user controls the retention and display of their WorldShare Circulation borrowing history. By default, all users are opted out of borrowing history and will be shown an invitation to enable retention when viewing the Borrowing history tab for the first time.
To enable borrowing history for their account, library users must toggle the Enable my borrowing history option to on. Your library's retention period will display in the explanatory text.
Contact Information
To modify this information, library users must contact the library to update the Library Record section of the user's account.
Phone Number
The phone number(s) from the Library Record section of the user's account will appear under Phone Number. Library users must contact the library to update the phone number(s) listed.
Address
View the mailing address(es) from the Library Record section of the user's account. Library users must contact the library to update the address information listed.
